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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,848 | $81,233-97.7% | $155,567-98.8% | $80,874-97.7% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 8.28% | 33.33%-25.0pp | 64.74%-56.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $1,256 | $3,101-59.5% | $4,674-73.1% | $2,756-54.4% |
| Participant deferral / active EE | $345 | $3,452-90.0% | $5,628-93.9% | $4,297-92.0% |
| Admin fee / account holder | $741 | $7,998-90.7% | $15,916-95.3% | $6,935-89.3% |